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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $616,229 | $174,379+253.4% | $152,093+305.2% | $138,895+343.7% |
| Participation rate | 38.5% | 81.6%-43.2pp | 77.8%-39.3pp | 79.9%-41.5pp |
| Annual return | 92.95% | 74.86%+18.1pp | 66.36%+26.6pp | 145.39%-52.4pp |
| Employer contribution / active EE | $1,617 | $4,652-65.2% | $4,175-61.3% | $4,194-61.4% |
| Participant deferral / active EE | $4,773 | $6,159-22.5% | $5,451-12.4% | $6,396-25.4% |
| Admin fee / account holder | $4,083 | $16,880-75.8% | $14,497-71.8% | $12,562-67.5% |